Fund HoldingsJ.P. Marvel Investment Advisors, LLC

Total Portfolio Value
$464.50M
Total Bought
$1.38M
Total Sold
$24.13M
Net Transaction
-$22.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ELI LILLY & CO(LLY)56,38056,355-2526,44130,2706.52%+3,829
ALPHABET INC(GOOG)205,560205,540-2024,60626,8975.79%+2,291
AKAMAI TECHNOLOGIES INC(AKAM)88,15988,15907,9239,3922.02%+1,470
ABBVIE INC(ABBV)85,43085,430011,51012,7342.74%+1,224
NVIDIA CORPORATION(NVDA)89,60589,570-3537,90538,9628.39%+1,057
EOG RES INC(EOG)71,89071,89008,2279,1131.96%+886
CISCO SYS INC(CSCO)186,898189,598+2,7009,67010,1932.19%+523
EXXON MOBIL CORP42,32842,32804,5404,9771.07%+437
HESS CORP21,89721,89702,9773,3500.72%+373
CATERPILLAR INC(CAT)12,32412,32403,0323,3640.72%+332
CARRIER GLOBAL CORPORATION(CARR)56,24556,515+2702,7963,1200.67%+324
DANAHER CORPORATION(DHR)31,93731,93707,6657,9241.71%+259
INTEL CORP(INTC)112,606112,362-2443,7663,9940.86%+229
DELL TECHNOLOGIES INC(DELL)11,25211,25206097750.17%+166
COMCAST CORP NEW(CCZ)56,86955,934-9352,3632,4800.53%+117
INTERNATIONAL BUSINESS MACHS(IBM)20,00519,875-1302,6772,7880.60%+112
VMWARE INC4,7534,75306837910.17%+108
CLEAN HARBORS INC(CLH)24,70724,70704,0634,1350.89%+72
ALPHABET INC(GOOG)6,2006,20007508170.18%+67
METLIFE INC(MET)3,9903,99002262510.05%+25
ENTERPRISE PRODS PARTNERS L(EPD)20,36720,247-1205375540.12%+17
GENERAL DYNAMICS CORP(GD)3,0003,00006456630.14%+17
GENERAL ELECTRIC CO(GE)24,54124,54102,6962,7130.58%+17
ISHARES TR3,0693,06902232120.05%-11
ISHARES TR1,2591,25903293140.07%-15
MOSAIC CO NEW(MOS)55,76254,157-1,6051,9521,9280.42%-24
VERTEX PHARMACEUTICALS INC(VRTX)6,2206,22002,1892,1630.47%-26
PEPSICO INC(PEP)1,9361,93603593280.07%-31
JPMORGAN CHASE & CO(JPM)111,161111,161016,16716,1213.47%-47
ALNYLAM PHARMACEUTICALS INC(ALNY)4,0004,00007607080.15%-51
SPDR S&P 500 ETF TR(SPY)3,5933,59301,5931,5360.33%-57
VERIZON COMMUNICATIONS INC(VZ)11,23111,121-1104183600.08%-57
AGNICO EAGLE MINES LTD(AEM)13,45013,45006726110.13%-61
SYSCO CORP(SYY)9,4769,47607036260.13%-77
CENTENE CORP DEL(CNC)49,00046,815-2,1853,3053,2250.69%-80
ENPHASE ENERGY INC(ENPH)2,7902,79004673350.07%-132
STARBUCKS CORP(SBUX)21,88021,88002,1671,9970.43%-170
CVS HEALTH CORP(CVS)59,39456,224-3,1704,1063,9260.85%-180
OTIS WORLDWIDE CORP(OTIS)22,06922,06901,9641,7720.38%-192
GOODYEAR TIRE & RUBR CO(GT)117,827112,797-5,0301,6121,4020.30%-210
TEXAS INSTRS INC(TXN)10,16010,16001,8291,6160.35%-213
ADVANCED MICRO DEVICES INC(AMD)19,55019,55002,2272,0100.43%-217
PROCTER AND GAMBLE CO(PG)41,26141,26106,2616,0181.30%-243
LAM RESEARCH CORP(LRCX)16,81216,812010,80810,5372.27%-271
MCDONALDS CORP(MCD)7,8897,88902,3542,0780.45%-276
SHERWIN WILLIAMS CO(SHW)26,56726,56707,0546,7761.46%-278
COCA COLA CO(KO)67,59467,478-1164,0713,7770.81%-293
BANK AMERICA CORP277,584277,58407,9647,6001.64%-364
HERSHEY CO(HSY)8,0008,00001,9981,6010.34%-397
AES CORP(AES)76,47076,47001,5851,1620.25%-423
AMAZON COM INC(AMZN)135,237135,237017,62917,1913.70%-438
FORD MTR CO DEL(F)178,135178,13502,6952,2120.48%-483
VISA INC(V)63,66963,598-7115,12014,6283.15%-492
MERCK & CO INC(MRK)40,51040,51004,6744,1710.90%-504
MEDTRONIC PLC(MDT)57,23657,536+3005,0424,5090.97%-534
CHARLES RIV LABS INTL INC(CRL)38,80238,80208,1587,6041.64%-554
THERMO FISHER SCIENTIFIC INC(TMO)39,21339,195-1820,45919,8394.27%-620
JOHNSON & JOHNSON(JNJ)67,45967,459011,16610,5072.26%-659
INTRA-CELLULAR THERAPIES INC65,15665,15604,1263,3940.73%-732
MORGAN STANLEY(MS)204,493204,493017,46416,7013.60%-763
DEERE & CO(DE)27,83627,796-4011,27910,4902.26%-789
PFIZER INC(PFE)213,359212,044-1,3157,8267,0341.51%-793
MODERNA INC(MRNA)46,11246,11205,6034,7631.03%-840
ABBOTT LABS70,14870,14807,6486,7941.46%-854
AMERICAN WTR WKS CO INC NEW45,46145,294-1676,4905,6091.21%-881
MICROSOFT CORP(MSFT)44,71744,717015,22814,1193.04%-1,109
CORNING INC(GLW)255,590255,59008,9567,7881.68%-1,168
BRISTOL-MYERS SQUIBB CO(BMY)178,864174,520-4,34411,43810,1292.18%-1,309
APPLE INC(AAPL)210,611210,367-24440,85236,0177.75%-4,835
RAYTHEON TECHNOLOGIES CORP(RTX)60,3720-60,3725,9140-5,914
Page 1 of 1